Advisory Services Consultancy

Border to Coast Pensions Partnership Ltd
Yorkshire and the Humber
Invited to quote
27 February 2026 to 26 March 2026

Development of template reports for annual strategic health checks and portfolio suitability, alongside drafting Investment Strategy Statements (ISS) and Investment Policy Statements (IPS) aligned with the 2025 pensions bill. The project includes facilitating workshops to define investment objectives and frameworks, with potential follow-on support for rolling out these documents across 18 partner funds.

Open the official notice

Awarded value: £45k; As published
Published: 4 February 2026
Awarded: 26 February 2026; Mercer
Contract length: 1 month; Ends 26 March 2026

What the contract covers

Consultancy services

Provision of specialist investment consultancy services to support pension fund regulatory compliance, policy drafting, and strategic investment documentation development.

Template reports for annual strategic health checks, portfolio construction and proposition suitability
Checklists supporting regulatory, TAS and best-practice standards
Compliance, TAS, disclaimer and risk statements
Draft ISS template compliant with the draft 2025 pensions bill and associated regulations and guidance
Workshops to define objectives, beliefs and preferences for translating ISS documents into an IPS aligned with Border to Coast systems, frameworks and proposition range
Draft Investment Policy Statement
Support in completing ISS and IPS documents across the 18 Partner Funds

Terms and requirements

Contract type: Consultancy services
Procedure: Invited to quote
Initial term: 1 month
Contract dates: 27 February 2026 to 26 March 2026
Certifications asked for: None stated
Lots: 1
Suitable for SMEs: Not stated
CPV codes: 66171000

Services in this contract

Investment consultancy and independent investment adviceMain service£200k typicalAdvisory templates, compliance checklists and draft investment strategy and policy statements for a pool

Lifecycle

Published
4 February 2026
Contract awardedto Mercer
26 February 2026
Contract starts
27 February 2026
Contract ends
26 March 2026

The buyer

Border to Coast Pensions Partnership Ltd

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The supplier

Mercer

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Cite this contract

Link: https://bidskim.com/tender/347287/advisory-services-consultancy
Buyer reference: DN802735
Open contracting ID: ocds-h6vhtk-064722
Last checked: 5 November 2026

Border to Coast Pensions Partnership Ltd. Advisory Services Consultancy. Contract award, 4 February 2026. BidSkim, https://bidskim.com/tender/347287/advisory-services-consultancy (accessed 5 November 2026).